TOWER BRIDGE ADVISORS XOM EXXON MOBIL CORP COMMON

Ownership history in TOWER BRIDGE ADVISORS  ·  90 quarters on record

AI Ownership Summary

TOWER BRIDGE ADVISORS reported EXXON MOBIL CORP COMMON (XOM) in 90 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.66% in 2026 Q1. The latest visible filing shows XOM at 1.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWER BRIDGE ADVISORS's position in EXXON MOBIL CORP COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XOM was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOWER BRIDGE ADVISORS held XOM — position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 101,469 +2,621 +2.7% 1.66% $17.2M 2026-05-12 $150.63
2025 Q4 REDUCED 98,848 -780 -0.8% 1.20% $11.9M 2026-02-13 $148.45
2025 Q3 ADDED 99,628 +292 +0.3% 1.12% $11.2M 2025-11-12 $116.32
2025 Q2 REDUCED 99,336 -2,375 -2.3% 1.15% $10.7M 2025-08-11 $103.26
2025 Q1 ADDED 101,711 +176 +0.2% 1.35% $12.1M 2025-05-08 $102.55
2024 Q4 ADDED 101,535 +94 +0.1% 1.16% $10.9M 2025-02-05 $105.29
2024 Q3 REDUCED 101,441 -775 -0.8% 1.23% $11.9M 2024-11-06 $115.00
2024 Q2 ADDED 102,216 +60,906 +147.4% 1.31% $11.8M 2024-07-24 $108.43
2024 Q1 REDUCED 23.2% -0.3% 41,310 -12,450 -23.2% 0.49% $4.8M 2024-04-29 $111.89
2023 Q4 ADDED 53,760 +2,410 +4.7% 0.46% $5.4M 2024-02-14 $94.31
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOWER BRIDGE ADVISORS and XOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOWER BRIDGE ADVISORS reported owning XOM?

TOWER BRIDGE ADVISORS reported XOM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XOM position in TOWER BRIDGE ADVISORS's portfolio?

The largest reported portfolio weight for XOM was 1.66% in 2026 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q1, when TOWER BRIDGE ADVISORS reported 101,469 shares, equal to 1.66% of portfolio, with an estimated market value of $17.2M.

What does the chart on this XOM ownership page compare?

The chart compares TOWER BRIDGE ADVISORS's quarterly XOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOWER BRIDGE ADVISORS time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, TOWER BRIDGE ADVISORS correctly timed 39 out of 88 reported position changes (44%). The annualised alpha on XOM relative to SPY over the holding period was -1.2%.

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